See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,273 | $181,894-80.1% | $156,549-76.8% | $273,961-86.8% |
| Participation rate | 94.4% | 88.4%+6.1pp | 84.0%+10.4pp | 83.0%+11.4pp |
| Annual return | 9.43% | 30.74%-21.3pp | 32.23%-22.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $7,489 | $6,248+19.9% | $5,501+36.1% | $4,869+53.8% |
| Participant deferral / active EE | $7,016 | $5,550+26.4% | $4,871+44.0% | $5,287+32.7% |
| Admin fee / account holder | $675 | $15,559-95.7% | $13,027-94.8% | $10,132-93.3% |